Only listened to it; haven't really torn up the data yet. But overall, it sounded very good. There is no glaring safety signal of any kind. In particular, since platelet counts are going to be talked about a lot in coming months, it's important to notice that neither organ bleeds nor discontinuation for other clotting failures are prominent. At first glance I thought I saw something that might be the first hint of an infection signal, but nothing like as big as the hint of one (which is still inconclusive) for Xeljanz (tofacitinib). The differing time courses of erythrocyte and platelet counts will need to be explained eventually.
Just saw Rachel McMinn's (BoA/ML) first reaction. She likes the survival data and the continued effort to follow up on the p 3s. She expects that in another year or so it will become a major selling point (even though it can't get onto the label, being an ex post facto analysis). She also likes the effort being put into getting regimens with low initial dosage onto the label.
I think hematologists/oncologists are better than she's giving them credit for. They know perfectly well that pure disease progression is half or less of the mortal insult of MF. Those nominally QoL-rather-than-survival issues actually add up to a lot of patient deaths. And death from QoL issues gone wild is harder on everyone than it needs to be. So I think sales will respond a bit sooner than she does (say, 2 CCs from now, which is about as fast as it could possibly happen).
Something else I forgot to mention: no leukemic transformations so far in the Jakafi groups of the p3s. That isn't surprising, but it's the sort of non-surprise you like to see.